Import data from other CRMs (Salesforce, etc.)

We are able to easily copy your data from many of the popular CRMs (Salesforce and many others) into Close.io. This method allows you to copy over not only the contact information, but also Activity history, Opportunities, etc.

If you're currently using a CRM which is not listed above and won't let you easily export everything into a single CSV, contact us and we'll see if we can help.

*Due to API limitations set by Salesforce, if you're performing an import from SalesforceIQ, only Accounts and Contacts will be imported into Close.io. Notes and other Activities are nontransferable.

How to perform a CRM data migration

Step 1: To get started, just head over to the Lead Importer page from the toolbar menu.

Then select your CRM from the "Which CRM?" dropdown.

Step 2: You'll be directed to connect to your source database.

Step 3: Click on 'Start Import' and Import2 executes the sample import and sends an email notification when it's complete.

Step 4: You can view the status and monitor the progress and/or any errors for your sample on the import page.

Step 5: Once your sample import is complete and you've corrected any errors, you'll want to initiate the full import from your import page.

Step 6: You'll then be directed to your Close.io account to confirm that you are ready for the full import to begin.

Step 7: Import2 will execute the full import and send you an email notification when it's complete. You can track the full progress on your import page.

Who can perform a CRM migration?

Only Close.io users with the "Admin" role are allowed to initiate a migration from an existing CRM.

Only one Close.io user should initialize the CRM import. Do not have multiple people on your team initialize an import. A single user initializing an Import from your CRM will move over all of your team's data from your old CRM.

Other details

Imports from external CRMs are powered by our partner, Import2. As long as you initialize the import from within Close.io (instructions above), then in most cases there will be no cost to you.